TD2 and MD2 include two built-in features that are designed to help you work more efficiently: auto-save and undo/redo. Let’s take a look at each of these features.
Templates and mailings are automatically saved every 60 seconds (this is treated as a "save as" action and creates the initial template/mailing in Higher Logic Informz. This auto-save disables the Save button (after the auto-save is made but before new changes are made to the content). The image below shows the Save button in its "disabled" state, labeled “Saved”.
Keep in mind that any subsequent save actions (automatic or manual) overwrite the previous save (even if the name or folder is changed!).
Also keep in mind that any errors preventing you from manually saving (e.g., missing template, missing name) prevent Informz from auto-saving your work. Additionally, if you attempt to manually save, and errors remain, clicking Save displays an error message.
Auto-Saving Template Gallery Templates
When you begin a design using a Template Gallery template, Informz auto-saves every 60 seconds. This uses the template's default name and the Main folder (you do not need to provide a name to begin). Every 60 seconds, TD2 checks to see if there are any unsaved changes. If there are, Informz triggers another change.
As above, additional save actions overwrite the previous save.
Both TD2 and MD2 have Undo and Redo buttons on the Design tab. You can undo/redo the following actions:
- Adding, moving, or deleting a Layout/Story.
- Changing any property in the Properties panel (left side of the Designer).
- Changing any Template Theme menu properties.
Undo and redo functionality is only available in the Design tab (it does not track changes on the Options or Review tabs). It is not supported for the text version of the mailing.
NOTE: Undo and redo keeps track of 50 steps its history. However, if you navigate away from the editor, your undo/redo history is lost.
Design Best Practice - Manual Saves
While having auto-save and undo/redo functionality helps mitigate the damage in many scenarios, if you want even more assurance, always manually save a copy of your design.
By saving a copy, you can rest easily knowing that if anything unexpected happens, you’ll have a quick way to recover. Just make sure that you save a copy before you start making changes.